Portafoglio modello in fondi : Prudente
Carmignac Patrimoine E EUR Acc 14% Invesco Global Flexible Bond E Acc EUR 12% Anima Europa A EUR (C) 10% Franklin Diversified Dynamic N Acc EUR 8% Amundi Abs Ret Global Opp Bond E2 EUR C 8% SISF US Large Cap A Acc USD 5% Carmignac Pf Flexible Bond A EUR Acc 15% Eurizon Obbl Euro Breve Ter A EUR Acc 15% DNCA Invest Eurose B EUR 3% Carmignac Court Terme A EUR Acc 5% Invesco Euro Ultra-Short Term Debt E Acc 5% Carmignac Patrimoine E EUR Acc 14% Invesco Global Flexible Bond E Acc EUR 12% Anima Europa A EUR (C) 10% Franklin Diversified Dynamic N Acc EUR 8% Carmignac Pf Flexible Bond A EUR Acc 15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Eurizon Obbl Euro Breve Ter A EUR Acc0,98-1,29-1,57-0,25Notation au 30/04/2023 : 75 / 10031/05/23
Carmignac Pf Flexible Bond A EUR Acc0,840,590,784,29Notation au 30/04/2023 : 82 / 10001/06/23
Carmignac Patrimoine E EUR Acc-0,440,66-0,60-2,45Notation au 30/04/2023 : 45 / 10001/06/23
Invesco Global Flexible Bond E Acc EUR-0,703,611,9619,45Notation au 30/04/2023 : 58 / 10001/06/23
Anima Europa A EUR (C)6,784,0133,8124,45Notation au 30/04/2023 : 56 / 10031/05/23
Franklin Diversified Dynamic N Acc EUR3,35-3,0720,939,34Notation au 30/04/2023 : 70 / 10001/06/23
Amundi Abs Ret Global Opp Bond E2 EUR C-0,58-3,75-6,79-7,22Notation au 30/04/2023 : 16 / 10002/06/23
SISF US Large Cap A Acc USD7,58-0,1548,8569,66Notation au 30/04/2023 : 71 / 10002/06/23
Invesco Euro Ultra-Short Term Debt E Acc0,930,35-0,69-2,33Notation au 30/04/2023 : 47 / 10001/06/23
Carmignac Court Terme A EUR Acc1,121,350,24-0,56Notation au 30/04/2023 : 35 / 10001/06/23
DNCA Invest Eurose B EUR2,960,2114,322,97Notation au 30/04/2023 : 69 / 10001/06/23
Monetari
Obbligazioni
Bilanciati
Azioni
5%
55%
25%
15%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
5,0Liquidità
 
20,0Obblig. euro breve term.
 
23,0Obblig. Euro all maturit.
 
12,0Obblig. Globale
 
10,0Az. Europa
 
5,0Az. USA
 
17,0Flessibili prudenti
 
8,0Flessibili dinamici



domenica 4 giugno 2023
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